Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.5B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.05B
2
+$1.24B
3
+$487M
4
ADBE icon
Adobe
ADBE
+$72.6M
5
NOW icon
ServiceNow
NOW
+$52.7M

Top Sells

1
+$1.22B
2
+$968M
3
+$572M
4
PYPL icon
PayPal
PYPL
+$385M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$330M

Sector Composition

1 Technology 34.4%
2 Communication Services 20.46%
3 Healthcare 19.01%
4 Financials 14.49%
5 Consumer Discretionary 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,002,804
77
– –
-16,965
78
– –
-35,635
1 2 3
4